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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...


In her role as a Senior Family Office Specialist at Moneta, Yolanda Forkin focuses most of her time on the largest and most complex family relationships. Yolanda enjoys building relationships with clients and giving them peace of mind knowing that all of their financial worries are being addressed with care.
Yolanda earned her Associate of Arts degree from Southwestern Illinois College. Prior to joining Moneta in 2006, she gained investment experience as a Sales Assistant with Wunderlich Securities, a Tennessee based broker/dealer. She also worked for MetLife as a Regional Sales Coordinator within a division of the company that specialized in retirement plan products for nonprofit employers.
Outside of the office, Yolanda enjoys spending time with her family, baking, reading and traveling. Yolanda resides in Chesterfield with her husband and their two sons.
Dive into the latest insights from our expert team with our personal touch.

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